Filed January 2, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $932,757 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $85,000 |
Filed as: FAEGRE DRINKER BIDDLE Service code 29 · EIN 41-0244008 | Legal | $22,637 |
CURCIO WEBB9+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $17,599 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,853 | $161,802-10.5% | $96,564+50.0% | $96,393+50.3% |
| Participation rate | 99.0% | 92.5%+6.6pp | 76.0%+23.0pp | 71.3%+27.7pp |
| Annual return | 18.54% | 18.41%+0.1pp | 25.89%-7.3pp | 22.88%-4.3pp |
| Employer contribution / active EE | $7,897 | $5,381+46.7% | $2,967+166.2% | $3,239+143.8% |
| Participant deferral / active EE | $7,721 | $8,927-13.5% | $4,852+59.1% | $5,455+41.5% |
| Admin fee / account holder | $52 | $61-14.2% | $8,256-99.4% | $74-29.2% |